The Marilyn and Harry Swimmer Family Foundation
The Marilyn and Harry Swimmer Family Foundation is a private foundation based in Waxhaw, North Carolina. Its 2025 filing reports grants to charitable organizations, with most grant dollars going to recipients in North Carolina.
Key facts about The Marilyn and Harry Swimmer Family Foundation
In short: The Marilyn and Harry Swimmer Family Foundation gave $34K across 14 grants in 2025 (avg $2K), mostly in North Carolina. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 56-2029896
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $34,300
- Grants made (2025)
- 14
- Average grant
- $2,450
- Median grant
- $1,250
- New grantees (estimate)
- 50% first-time grantees (7 of 14, 2025; small sample)
- Total assets
- $155,964
- Primary geography
- North Carolina (96% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$156K
-14.4% YoY
Annual Giving
$34K
+19.2% YoY
Grant Count
14
+27.3% YoY
Avg Grant Size
$2K
-6.3% YoY
Under IRS private-foundation payout rules, The Marilyn and Harry Swimmer Family Foundation reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Marilyn and Harry Swimmer Family Foundation open to new grantees?
50%
first-time grantees, 2025
In 2025, 7 of 14 grantees (50%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $1K; repeat grants $4K. How we count
Medians: $1K first-time, $2K repeat.
- 36% of 2025 grantees were also funded in 2024. Method
- Giving grew 34% from 2022 to 2025. Method
- In 2025 it paid out 423% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations whose listed purposes include humanitarian relief, sustaining the Jewish faith, spiritual and educational activities, promoting Jewish culture, and general support.
Among its grantees, Autism Strong Foundation describes its mission as providing financial support, community resources, and inclusive programming for people with Autism Spectrum Disorder and their families, including support for access to therapeutic services and greater awareness, acceptance, and inclusion. KinderMourn describes its work as offering counseling and grief support to bereaved families, with services free or offered at little to no cost.
Grantmaking
In filing year 2025, the foundation reported 14 grants totaling $34,300. Grant amounts ranged from $500 to $10,000, with a median grant of $1,250. Notable grants included $10,000 to Jewish Foundation of Charlotte, $6,000 to Temple Israel, $5,500 to Mitey Riders, and $2,000 to Autism Strong Foundation.
Other reported grants included $1,800 to Temple Beth El; $1,500 each to Levine Jewish Community Center and Full Circle; and $1,000 each to Jewish Family Services, River Ridge Riders, Hospice-Union Cty NC, Kinder-Mourn, and Levine JCC.
How to Apply
The foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations.
Ready to take the next step with The Marilyn and Harry Swimmer Family Foundation?
Geographic Focus
Where this funder awards grants
In filing year 2025, 96% of grant dollars went to recipients in North Carolina and 4% to recipients in Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $19K (2020) to $34K (2025). In 2025 it made 14 grants totaling $34K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish Foundation of Charlotte ($10K). Together the top 10 received $31K.
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 56 grants of 56 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Foundation of Charlotte Charlotte, NC | Humanitarian Relief &Sustain the Jewish Faith | $10,000 |
| Temple Israel Charlotte, NC | Spiritual and Educational | $6,000 |
| Mitey Riders Waxhaw, NC | General Purpose | $5,500 |
| Autism Strong Foundation Charlotte, NC | General Purpose | $2,000 |
| Temple Beth El Charlotte, NC | General Purpose | $1,800 |
| Levine Jewish Community Center Charlotte, NC | Promote Jewish Culture | $1,500 |
| Full Circle Saint Petersburg, FL | General Purpose | $1,500 |
| Jewish Family Services Charlotte, NC | General Purpose | $1,000 |
| River Ridge Riders Oakboro, NC | General Purpose | $1,000 |
| Hospice-Union Cty NC Monroe, NC | General Purpose | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $155,964 | $11,716 | $36,909 | $34,300 | 14 |
| 2024 | $182,112 | $41,781 | $29,295 | $28,770 | 11 |
| 2023 | $169,632 | $25,153 | $26,470 | $25,750 | 9 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $155,964 | $182,112 | $169,632 |
| Revenue | $11,716 | $41,781 | $25,153 |
| Expenses | $36,909 | $29,295 | $26,470 |
| Qualifying Distributions | $34,300 | $28,770 | $25,750 |
| Net Investment Income | $14,406 | $16,781 | $25,149 |
| Distributable Amount | $8,113 | $7,756 | $9,020 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 23, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Harry S Swimmer as President/Treasurer, and David Swimmer and Scott Swimmer as Directors.
The Marilyn and Harry Swimmer Family Foundation is led by Harry S Swimmer, President & Treasurer since 2024 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Harry S Swimmer
President & Treasurer
Presidenttreasurer → President & Treasurer, 2024
On filings since 2020
5 hrs/week
No compensation reported
David Swimmer
Director
On filings since 2020
1 hr/week
No compensation reported
Scott Swimmer
Director
On filings since 2020
1 hr/week
No compensation reported
Former officers (2)
- Former: Jody Swimmer (2020–2023) — Director
- Former: Marilyn B. Swimmer (2020) — Presidentsecretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 455 Providence Road South, Waxhaw, NC 28173
Phone: (704) 333-6694
Frequently asked questions about The Marilyn and Harry Swimmer Family Foundation
How much does The Marilyn and Harry Swimmer Family Foundation give each year?
The Marilyn and Harry Swimmer Family Foundation gave $34K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 11 grants.
What is The Marilyn and Harry Swimmer Family Foundation's typical grant size?
The Marilyn and Harry Swimmer Family Foundation's median grant in 2025 was $1,250, and its average grant was $2,450, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Marilyn and Harry Swimmer Family Foundation that year got $1K on average.
Where does The Marilyn and Harry Swimmer Family Foundation give grants?
The Marilyn and Harry Swimmer Family Foundation gives mostly in North Carolina: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charlotte, NC (10 grants).
Does The Marilyn and Harry Swimmer Family Foundation give general operating support?
Yes: 79% of The Marilyn and Harry Swimmer Family Foundation's 2025 grants with a stated purpose (11 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Marilyn and Harry Swimmer Family Foundation's largest grantees?
The Marilyn and Harry Swimmer Family Foundation's largest 2025 grantees include Jewish Foundation of Charlotte ($10,000), Temple Israel ($6,000) and Mitey Riders ($5,500), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is The Marilyn and Harry Swimmer Family Foundation?
The Marilyn and Harry Swimmer Family Foundation reported $156K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
What does The Marilyn and Harry Swimmer Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations whose listed purposes include humanitarian relief, sustaining the Jewish faith, spiritual and educational activities, promoting Jewish culture, and general support. See mission & focus areas ↑
How do I apply for a grant from The Marilyn and Harry Swimmer Family Foundation?
The foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Marilyn and Harry Swimmer Family Foundation's EIN?
The Marilyn and Harry Swimmer Family Foundation's EIN (Employer Identification Number) is 56-2029896. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Marilyn and Harry Swimmer Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Marilyn and Harry Swimmer Family Foundation by hand.
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